Group 1 - Atos will serve as the lead contractor in a consortium with Leonardo [1] - The consortium aims to provide cyber security services to the European Union [1] - This partnership highlights Atos's commitment to enhancing cyber security capabilities within the EU [1]

Group 1 - A class action lawsuit has been filed on behalf of purchasers and acquirers of Fortinet, Inc. common stock for the period between November 8, 2024, and August 6, 2025 [1] - Fortinet, Inc. is identified as a cyber security company [1] - The lawsuit is being investigated by Rosen Law Firm, a global investor rights law firm [1]

Group 1 - Gen Digital Inc. (NASDAQ:GEN) is recognized as a tech stock with one of the lowest P/E ratios, indicating potential investment value [1] - The company has partnered with Intel to enhance AI-powered scam detection on Intel Core Ultra processors, which will improve user data privacy and detection speed [1][2] - Norton 360 customers now have access to advanced deepfake protection, allowing for direct analysis on devices without cloud data transmission [2] Group 2 - The Norton solution scans suspicious video and audio content to alert users about potential fraud, currently supporting platforms like YouTube and Facebook, with plans for expansion [3] - Gen Digital Inc. offers a range of cyber safety products under brands such as Norton, Avast, and LifeLock, providing protection against various online threats [3]

Tesla - Bayer upgraded Tesla to outperform and raised the price target from 320 to 548, indicating more than 20% upside potential [1] - The future focus for Tesla includes autonomous driving, robo-taxis, and the Optimus robot, which could reshape mobility [3][4] - Current stock performance shows a slight increase of about 1.5% [4] Gold Market - Citi is bullish on gold, setting a price target of 3,800, with potential predictions from others like Jeff Gunlock and Deutsche Bank suggesting it could reach 4,000 [5] - Gold has increased by 40% this year, marking the best performance since 1979 [5][6] Copper Market - Freepoint Macaran has about 20% exposure to gold but is primarily a copper play, with a tight market for copper [7] - The company increased its sales guidance by 10% last quarter, although the stock did not respond positively [7] Cybersecurity - CrowdStrike received a significant price target increase from Goldman Sachs, from 492 to 535, with expectations for net new annualized recurring revenues to grow by 20% by fiscal 2027 [8][9] - The cybersecurity sector is expected to grow significantly, with AI being a major factor driving this growth [9][10] - Palo Alto Networks is seen as a cheaper alternative to CrowdStrike, with strategic moves in identity security and a strong earnings growth of 26% [11][12]

Five things to know ahead of the opening uh of the opening bell. The House is set to vote this morning to keep the government funded through November 21st. House Speaker Mike Johnson appears not to have the votes though at the moment.Just two legislative days remain um before the government shuts down. Nvidia paying more than $900 million to license technology from AI hardware startup and Fabrica and to hire the company CEO and other uh employees. And Fabrica's technology helps tie Nvidia chips together.Sha ...

Group 1 - The House is set to vote on government funding through November 21, but House Speaker Mike Johnson currently lacks the necessary votes [1] - Nvidia is investing over $900 million to license technology from AI hardware startup Fabrica and to hire its CEO and other employees, with Fabrica's technology enhancing the integration of Nvidia chips [1] Group 2 - Cybersecurity firm Netscope had a successful IPO, pricing shares at $19 and closing at approximately $22.50, marking an 18% increase on its debut [2] - Home builder LAR reported a 46% decline in third-quarter profit and forecasted fourth-quarter home deliveries below Wall Street estimates, resulting in a 3% drop in stock price [2] Group 3 - SoftBank's Vision Fund plans to lay off about 20% of its staff, focusing more on investments in AI, with the fund currently employing over 300 individuals globally [3]

Core Viewpoint - The article discusses the potential and strategy of investing in speculative stocks, emphasizing the importance of wise speculation and diversification in investment portfolios. Group 1: Speculative Stocks - Speculative stocks are defined as companies that may not be profitable or have high valuations relative to their earnings, making them risky investments [1][6]. - The article suggests that younger investors should consider including speculative stocks in their portfolios, with a recommendation of one or two speculative stocks among a minimum of five individual stocks for diversification [4][11]. Group 2: Types of Speculative Investments - Richly valued stocks with real earnings, such as Palantir, are highlighted as speculative due to their high price-to-earnings ratio of 277 times projected earnings [6]. - Thesis stocks, like Bloom Energy and Rocket Lab, are mentioned as speculative investments in emerging energy technologies and aerospace [7]. - Quantum computing companies, such as D-Wave, are noted for their potential despite being significant money losers, with the market reacting positively to any favorable news in this sector [8][9]. Group 3: Market Dynamics - The current market is described as being supercharged by speculation, which can present both opportunities and risks for investors [10]. - Despite skepticism from traditional investors, the article argues that owning a few speculative stocks can be beneficial if approached wisely, as successful investments can offset potential losses [11].

Group 1: Market Trends - The semiconductor ETF (SMH) has experienced its best performance since June, with gains in 10 out of the last 11 days [1] - Software companies are prominently featured in the news, indicating a strong interest in the sector [1] Group 2: Company Insights - CrowdStrike has received multiple target price increases following its investor day, suggesting positive market sentiment [1] - Oracle was purchased ahead of its earnings report, with expectations of a 5-10% increase in share price due to positive momentum and a significant $30 billion deal [2] - The recent surge in Oracle's stock price has led to considerations for long-term shareholders to take profits, as the stock has seen substantial growth in a short period [3]

We have a lot to discuss and a lot of stock movers for you, Jenny Horn, host of NextGen Investing is with me and we're watching Intel rallying 30% this morning. Tell us the story here. I know with an unsuspecting right now partnership with Nvidia, which is betting pretty big on Intel with this now $5 billion stake and a chip partnership.So the Nvidia stake does follow of course this pretty major investment we've already seen from the US government as they did take a massive stake already in the company but ...

Cyber security firm Net Scope pricing its IPO at $19 a share. That's the upper end of the expected range. Company raised about $900 million now valued at 7.3% billion dollars.Net Scope expected to begin trading today on the NASDAQ under the symbol uh NTSK. It's expected to be doing that. I you never know.Joining us now uh Sanjay Barry who is a big deal because he took John Ford's seat from where you were seeing last time. Netcope co-founder and CEO and our own John Ford who moved uh over here. That's right. ...